feat(ocr): discard abandoned capture batches

A bad scan, the wrong PDFs or a duplicate upload used to leave a batch
sitting in READY_FOR_REVIEW forever, because the only exits were confirm
(posts to the books) or rejecting every page one at a time. Add a
DISCARDED terminal status to both OCR domains and a single endpoint per
domain that rejects every page still pending in one shot.

Discarding is refused once anything has landed: statements once a page is
POSTED, policies once a page is APPLIED. Those batches did real work and
have to be settled page by page.

- POST /statements/batches/:id/discard
- POST /policy-ocr/batches/:id/discard
- shared DiscardBatchCard on both review screens, gated the same way
This commit is contained in:
2026-08-02 02:00:02 -07:00
parent 905fa31e47
commit 3125b52057
13 changed files with 327 additions and 8 deletions
+11
View File
@@ -27,6 +27,7 @@ import type {
CreateBankInput,
CreateBankMovementInput,
CreateMovementInput,
DiscardBatchResult,
UpdateBankAccountInput,
ResolveOutstandingInput,
ReviewDocumentInput,
@@ -1079,6 +1080,11 @@ export function confirmStatementBatch(
});
}
/** Abandon a batch pending review; rejects every page that is not posted. */
export function discardStatementBatch(batchId: string): Promise<DiscardBatchResult> {
return apiFetch(`/statements/batches/${batchId}/discard`, { method: "POST" });
}
/** The rendered page image. A plain <img src> — the cookie rides along. */
export function statementPageUrl(documentId: string): string {
return `${API_ORIGIN}/statements/documents/${documentId}/page`;
@@ -1168,6 +1174,11 @@ export function confirmPolicyOcrBatch(
});
}
/** Abandon a batch pending review; rejects every page that is not applied. */
export function discardPolicyOcrBatch(batchId: string): Promise<DiscardBatchResult> {
return apiFetch(`/policy-ocr/batches/${batchId}/discard`, { method: "POST" });
}
/**
* URL for the source PDF of a parsed policy document. The endpoint returns
* the original upload (one PDF = one parsed policy), not a rendered page
+12 -2
View File
@@ -1217,7 +1217,9 @@ export type StatementBatchStatus =
| "PROCESSING"
| "READY_FOR_REVIEW"
| "COMPLETED"
| "FAILED";
| "FAILED"
/** Abandoned by staff before anything was posted. */
| "DISCARDED";
export type StatementDocumentStatus =
| "PENDING_OCR"
@@ -1296,6 +1298,12 @@ export interface ConfirmBatchResult {
checkNumber: string;
}
/** Shared by both OCR domains: how many pages the discard rejected. */
export interface DiscardBatchResult {
batchId: string;
rejected: number;
}
/* ------------------------------------------ Policy OCR intake (GMX) */
export type PolicyOcrBatchStatus =
@@ -1303,7 +1311,9 @@ export type PolicyOcrBatchStatus =
| "PROCESSING"
| "READY_FOR_REVIEW"
| "COMPLETED"
| "FAILED";
| "FAILED"
/** Abandoned by staff before anything was applied. */
| "DISCARDED";
export type PolicyOcrDocumentStatus =
| "PENDING_OCR"